Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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Should You Listen to an Advisor Who Earns Less Than You? – Episode 275

You make a high income, should you only get financial advice from someone who makes as much—or more? Many people...
Topics: Advisors

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...
Topics: Practice Value

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...
Topics: Behavioral Finance

How to Become a Millionaire

This past week I came across a couple of studies conducted a few years ago on how millionaires made their...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...
Topics: Behavioral Finance

You’ve Reddit in the News; Now Get Our GameStop Take – Episode 269

As you accumulate wealth, you need to know the difference between speculation and investing Hedge funds, financial justice, short squeeze,...
Topics: Investing

10 Tips For Growing Your Instagram Following

In this webinar, Ryan Isaac, CFP® hosts Blake Hadley, President and Founder of My Social Practice, together they will explore...
Topics: Practice Management

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...
Topics: Retirement Plans

A Warren Buffett Investment Secret You Can Mimic – Episode 267

If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered...
Topics: Behavioral Finance

Financial Advice Dentists Want vs Financial Advice Dentists Need – Episode 266

When it comes to financial advice you may think you know what you need—chances are you’re wrong! Dentists looking for...
Topics: CE, Getting Organized, Tracking Progress

Two Powerful Tips to Help You Reach Your Financial Resolutions – Episode 265

It’s time to set some goals. Learn two proven ways to make successful financial resolutions. On this episode of the...
Topics: Getting Organized, Tracking Progress

Bad Decisions? Bad Luck? Or Both? – Episode 260

Are financial mistakes the result of just being unlucky?  Recorded on Friday the 13th, Ryan and Matt bring you a...
Topics: Behavioral Finance